MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$967K
3
+$791K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$603K
5
SPGI icon
S&P Global
SPGI
+$554K

Top Sells

1
+$904K
2
+$771K
3
+$617K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$553K
5
V icon
Visa
V
+$539K

Sector Composition

1 Technology 26.31%
2 Consumer Discretionary 9.87%
3 Financials 8.57%
4 Communication Services 8.14%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.36%
11,843
+550
77
$640K 0.35%
6,526
+345
78
$634K 0.35%
8,504
+557
79
$633K 0.35%
7,642
+2,730
80
$624K 0.35%
27,297
-7,038
81
$612K 0.34%
12,433
-2,079
82
$603K 0.33%
+40,149
83
$591K 0.33%
1,198
+54
84
$585K 0.32%
10,475
-956
85
$567K 0.31%
12,516
-15
86
$566K 0.31%
9,273
+869
87
$554K 0.31%
+1,570
88
$540K 0.3%
1,531
+74
89
$528K 0.29%
2,775
+81
90
$526K 0.29%
8,341
91
$516K 0.29%
2,331
-235
92
$507K 0.28%
+5,715
93
$489K 0.27%
18,660
+6
94
$489K 0.27%
6,207
+8
95
$484K 0.27%
1,517
-100
96
$467K 0.26%
1,896
+462
97
$465K 0.26%
8,220
98
$456K 0.25%
1,419
+110
99
$451K 0.25%
2,183
+22
100
$440K 0.24%
6,259
+1,963
2 3
4
5 6